ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 899 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $58,305 | -3.8% | 379 | +0.8% | 0.01% | -11.1% |
| Q2 2023 | $60,607 | +6.2% | 376 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $57,062 | +7.8% | 376 | +3.0% | 0.01% | -25.0% |
| Q4 2022 | $52,951 | +103.7% | 365 | +82.5% | 0.01% | +71.4% |
| Q3 2022 | $26,000 | -3.7% | 200 | 0.0% | 0.01% | +40.0% |
| Q2 2022 | $27,000 | -12.9% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $31,000 | 0.0% | 200 | 0.0% | 0.01% | +25.0% |
| Q4 2021 | $31,000 | +6.9% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $29,000 | -3.3% | 200 | 0.0% | 0.00% | -20.0% |
| Q2 2021 | $30,000 | +7.1% | 200 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $28,000 | +7.7% | 200 | 0.0% | 0.01% | -33.3% |
| Q4 2020 | $26,000 | – | 200 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Scottrade Investment Management | 1,975,903 | $187,632,000 | 25.96% |
| HOME FEDERAL BANK OF TENNESSEE | 461,553 | $43,829,000 | 25.70% |
| Miracle Mile Advisors, LLC | 521,000 | $49,474,000 | 12.35% |
| Valmark Advisers, Inc. | 4,755,045 | $451,539,000 | 11.28% |
| Regal Wealth Group, Inc. | 120,233 | $11,417,000 | 10.36% |
| FIRST HAWAIIAN BANK | 576,446 | $54,739,000 | 9.33% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 343,316 | $32,134,000 | 8.54% |
| LVZ, Inc. | 212,461 | $20,175,000 | 8.28% |
| ETF Portfolio Partners, Inc. | 98,696 | $9,372,000 | 7.47% |
| APPROPRIATE BALANCE FINANCIAL SERVICES INC. | 121,012 | $11,491,000 | 7.37% |